Small Business Essentials
Original price was: $119.80.$69.95Current price is: $69.95.
The complete Microsoft 365 toolkit for small business owners, freelancers & teams — manage tasks, budgets, and projects with ease.
- 5-in-1 bundle: OneNote, Outlook, MS Lists & Excel templates to organize work, money, and goals.
- Run your business smarter: manage clients, projects, and budgets all within Microsoft 365.
- Includes: Second Brain, Kanban Task Board, Budget Planner, Habit Tracker, Bills Calendar & more.
- Fully compatible: works with Microsoft 365 on desktop, web & mobile.
- Get 5 proven business tools for one low bundle price.
Trusted by entrepreneurs and small teams worldwide to streamline workflows, save time, and boost productivity.
Small Business Essentials — Microsoft 365 Toolkit for Productivity & Growth
Organize, plan, and grow your business with 9 professional Microsoft 365 templates designed for entrepreneurs, teams, and small business owners who want to work smarter, not harder.
What’s included
- Second Brain for OneNote — Capture ideas, notes, and projects in one connected system using the PARA method.
- Kanban Task Board for OneNote — Manage to-do’s, clients, and projects visually with drag-and-drop task views.
- Simple Budget Planner for Excel — Track income, expenses, and profitability with ease.
- Habit Tracker for Excel — Build consistency in business and personal habits.
- Bills Calendar for Excel — Never miss a payment or due date again — track bills and invoices clearly.
Why small business owners love it
- ✅ Built for Microsoft 365 — everything syncs seamlessly between OneNote, Excel, and Outlook.
- ✅ Simplifies project management, budgeting, and task tracking.
- ✅ Ideal for freelancers, solopreneurs, consultants & growing teams.
- ✅ Fast setup — ready-to-use templates with step-by-step guides.
Perfect for anyone who wears many hats — this bundle helps you stay on top of operations, clients, and finances effortlessly.
What customers say
The Second Brain template alone is worth it. I finally have my ideas, notes, and projects in one place.
Running my small agency is so much easier now. The Kanban Board keeps all our client work organized.
The Excel Budget and Bills templates helped me get full visibility on our cash flow. Huge time-saver.
Everything connects — OneNote for planning, Excel for finance, Outlook for tasks. It just works together beautifully.
I use it every day to manage clients, projects, and my personal goals. Microsoft 365 finally feels complete.
The templates are so professional and easy to adapt. Perfect for small teams like ours.
I track tasks in OneNote and finances in Excel — everything feels integrated and organized.
Before this, I used 5 different apps. Now it’s all within Microsoft 365 — simple, efficient, and no extra costs.
MS Project
MS Forms
MS Lists
Outlook
Excel
Copilot
MS Teams
Power BIRelated Products
Save time. Reduce friction. Get more done.
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- Master keyboard shortcuts across platforms
- Works offline – just print and go
- Updated tips for ChatGPT, Alexa, Siri and more
- Perfect for quick onboarding and training
- Organised by tool – no searching needed
Be more prepared. Reduce planning stress. Make teaching more impactful.
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- Everything in one digital hub — no paper clutter.
- Ready-to-use templates save you hours each week.
- Visual and structured tools for all learning styles.
- Empower students with structured reflection tools.
- Use across all subjects and year levels.
Get 30 proven Copilot prompts designed to supercharge your automation inside Microsoft 365.
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- Covers workflow automation, email handling, task management, reporting, and approvals.
- No guesswork — just copy, paste, and run inside Copilot.
- Includes example outputs and app-specific usage tips.
- Perfect for individuals, managers, and operations teams.
- Based on real-world Microsoft 365 and Power Automate use cases.
Be more efficient. Strengthen client trust.
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- Securely deliver documents, invoices, and quotes
- Centralized space for all client communication
- Easy onboarding and professional presentation
- One portal per client with customizable info
- No logins or confusing apps — just OneNote
Make travel planning effortless. Stress less & enjoy more.
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- All-in-one place to plan, pack, and prepare
- Customizable for solo, family, or group travel
- Use on any device with OneNote
- Keep documents, notes & itineraries together
- Get organized early and travel with confidence
Boost efficiency. Strengthen partner relationships.
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- Keep all communications and files in one secure place
- Ensure brand consistency with shared marketing materials
- Collaborate with partners on shared projects easily
- Streamline support using built-in FAQ and messaging
- Customize per partner without starting from scratch
Visualise your Tasks, To-Do’s & Projects — right inside OneNote.
- Kanban in OneNote: Boards with columns and ready-made task cards for a clear, visual workflow.
- Built-in templates: Smart Cards, symbols, swimlanes & multiple board types to fit any team.
- Fast setup: One-click notebook + quick-start guide — start tracking in minutes.
- Works where you work: OneNote on Windows, Mac & Web — great with Teams/SharePoint.
Perfect for individuals and teams who live in Microsoft 365.
Trusted by 10,000+ professionals worldwide to stay organised and deliver on time.
Unlock your full potential — with less friction and more focus.
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- Structure your goals with proven development frameworks
- Track your progress over time with outcome-based templates
- Access your growth plan anywhere with OneNote sync
- Use it for career, personal, or skills-based development
- Reflect, adapt, and evolve continuously — all in one place
Run your business from OneNote — clients, projects, teams, HR, sales & documents in one organised workspace.
- One central hub: Plan work, manage people and store docs with ready-made templates.
- Built for Microsoft 365: Works great with Teams/SharePoint — no new logins or tools.
- Secure & searchable: Keep SOPs, HR and client files in OneNote for instant context.
- Fast setup: One-click notebook + quick-start guide — scale as your business grows.
Perfect for SMBs, agencies and remote teams who live in Microsoft 365.
Trusted by 1,000+ professionals worldwide to stay organized and deliver on time.
Create your own knowledge hub — organise SOPs, FAQs, guides & notes right inside OneNote.
- OneNote Wiki system: Capture and link knowledge, manuals, and FAQs in a searchable format.
- Fast setup: One-click notebook + examples ready to customise for your team.
- Secure & private: Built on Microsoft 365 — share internally or use solo.
- Find anything instantly: Full-text embedded search across your pages and topics.
Perfect for teams, consultants, or anyone who needs an organised place for notes and documentation.
Used by professionals and teams worldwide to centralise knowledge and make information searchable in OneNote.
Stay ahead, reduce stress & plan smarter.
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- Everything in one digital place — no paper clutter
- Boost focus and grades with structured planning
- Perfect for school, college, or university
- Adaptable for any subject or semester
- Instantly accessible across all your devices
Get Things Done — right inside OneNote. Capture, organise and review with a clear weekly rhythm.
- GTD in OneNote: Inboxes, Projects, Next Actions, and a Weekly Review that sticks.
- Structured yet flexible: Brain dump & triggers, project pages, and “This Week” focus.
- Fast setup: One-click notebook + quick-start guide — be productive in minutes.
- Works where you work: OneNote on Windows, Mac & Web — great with Teams/SharePoint.
Perfect for personal and professional life — students, freelancers, and busy teams in Microsoft 365.
Join thousands of OneNote users who’ve built consistent weekly planning habits with GTD.